Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Live Disclosures

Portfolio disclosures for 2026 Q1 are currently underway and will close on May 15th. As of this moment, 4,833 funds (~55%) have disclosed their holdings. The data below updates in real time the instant a fund submits a disclosure to the regulatory authority.

Name AUM AUM
Growth
AUM
Growth %
Quarter Est. Return 3 Year Est. Return Holdings Portfolio Turnover
WA
3951
WPG Advisers
Maryland
$136M +$986K +0.7% 1,541
TGV
3952
TRV GP VI
Massachusetts
$136M -$13M -9% 3
FCT
3953
First Community Trust
Iowa
$136M +$1.51M +1% 388
DCM
3954
Dorato Capital Management
Colorado
$135M +$2.19M +2% 261
LF
3955
LifePlan Financial
Minnesota
$135M +$4.92M +4% 88
AZ
3956
Aquamarine Zurich
Switzerland
$135M -$12.2M -8% 7
GPWA
3957
Gaddis Premier Wealth Advisors
Oklahoma
$135M +$3.52M +3% 96
SPWM
3958
Spartan Planning & Wealth Management
North Carolina
$135M -$324K -0.2% 98
GCIG
3959
Grand Central Investment Group
Florida
$135M -$2.6M -2% 46
RPA
3960
Redwood Park Advisors
California
$135M -$1.3M -1% 341
TNAM
3961
Terra Nova Asset Management
New York
$135M -$16.7M -11% 94
MMCM
3962
Murphy & Mullick Capital Management
New York
$135M -$3.54M -3% 862
SIA
3963
Sage Investment Advisers
New York
$135M +$1.64M +1% 93
MFG
3964
Mendota Financial Group
Wisconsin
$135M -$2.43M -2% 101
UOP
3965
University of Pittsburgh
Pennsylvania
$135M +$4.64M +4% 2
CA
3966
Cannon Advisors
North Carolina
$135M -$6.91M -5% 90
CCC
3967
Chesapeake Capital Corp
Florida
$135M +$15.4M +13% 190
EC
3968
Enhancing Capital
Pennsylvania
$135M -$4.96M -4% 91
FA
3969
Fedenia Advisers
Wisconsin
$135M -$126M -48% 162
HC
3970
Hoese & Co
Minnesota
$135M -$5.55M -4% 137
SA
3971
Seneschal Advisors
Washington
$135M -$1.1M -0.8% 615
JAA
3972
Joel Adams & Associates
North Carolina
$135M +$1.63M +1% 66
AFW
3973
Avantra Family Wealth
Pennsylvania
$134M -$3.51M -3% 185
HCA
3974
Harpswell Capital Advisors
Maine
$134M +$8.15M +6% 38
PTFIS
3975
Pekao Towarzystwo Funduszy Inwestycyjnych SA
$134M +$12.2M +10% 96